Verify your org’s readiness and install CSI Score assets by using a guided setup checklist. Install all CSI Score assets including the CSI Score semantic model, Tableau Next dashboards, and the Lightning app. The process automatically installs and trains the predictive models with synthetic data. The app installation includes rules to conditionally update score calculations and weights based on data model objects (DMOs) mapped in Data 360.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions.
Note CSI Score is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by
Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service
is at the Customer's sole discretion.
When: CSI Score is available starting in March 2026.
How: To enable CSI Score (beta), contact your Salesforce account executive.
